Join Cardinal Point Wealth Management as a Team Lead in Calgary, Alberta, overseeing a agile team. This senior role involves managing client portfolios and delivering comprehensive financial advice across North America.

In this full-time Senior Private Wealth Manager position, you will lead a dedicated team handling portfolios for 200-300 households while ensuring compliance and excellence in client service. The ideal candidate will demonstrate strong leadership, excellent communication, and a keen process orientation to enhance client relationships and investment strategies.

Key Responsibilities:



• Direct client relationship management and investment services • Lead a specialized team including wealth managers and specialists • Perform annual compliance reviews and KYC documentation • Create tailored investment objectives and asset guidelines • Oversee tax and investment coordination with external professionals

Requirements: • At least 5 years managing a financial portfolio • CFA or CIM credentials required • Relevant bachelor’s degree essential • Licensed in Canada and the U.S. preferred • Experience in financial planning is an asset

Lead the way at Cardinal Point Wealth Management, guiding high-net-worth clients with strategic financial solutions. #J-18808-Ljbffr

📌 Team Lead - Private Wealth Management (Calgary)
🏢 LE0092 CP Services
📍 Calgary